A once-in-a-generation oil shock is unfolding. Host Anirban Chowdhury speaks with Amrita Sen, Founder of Energy Aspects, Bob McNally, founder of Rapidan Energy Group and former White House energy advisor, and ET’s Puran Choudhary on a crisis triggered by the effective closure of the Strait of Hormuz. More than 10 million barrels of crude a day have been disrupted roughly twice the scale of the 1956 Suez Crisis and for the first time there is virtually no spare production capacity to cushion the blow. Brent has surged past $110, LNG cargoes face force majeure, and Asian refineries are cutting runs. Strategic reserves offer only limited relief. In India, the shock is already visible on the ground, with LPG shortages, rationing and black-market price spikes spreading across multiple states. The bigger question: what happens to the global energy order if this disruption persists and what kind of Iran emerges from this war.

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SPRs to LPG: How Far Will History’s Biggest Oil Shock Reverberate?

The Morning Brief

SPRs to LPG: How Far Will History’s Biggest Oil Shock Reverberate?